Episode
These AI Companies Could Become the Next Cloud Giants
- Podcast
- Milk Road Stocks
- Published
- Aug 20, 2026
- Duration seconds
- 2509
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Summary
In this episode, Melvin breaks down the investment case for AI neoclouds, including Nebius (NBIS), CoreWeave (CRWV), IREN and Applied Digital (APLD), and explains why the market may still be underestimating the scale of future AI compute demand. The world’s largest technology companies are spending aggressively on AI infrastructure, while companies like OpenAI and Anthropic continue driving demand for training and inference. Melvin argues that this creates a massive opportunity for specialized GPU cloud providers as demand continues to outpace available compute capacity. ~~~~ 🎯 Melvin’s portfolio is up 45% since February. Want to see what he’s buying next? Join PRO before August 26 and lock in $25/month for life before the price jumps to $39 ~~~~~ 🌐 Scale your payment business across Asia with Saber.money ~~~~~ ✊ Follow Milk Road on Social Media: 👉 Twitter: https://x.com/MilkRoadAI 👉 YouTube: https://www.youtube.com/@MilkRoadAI 👉 Spotify: https://link.milkroad.com/spotify-mr-ai 👉 Apple Podcast: https://link.milkroad.com/applepod-mr-ai ~~~~~ 🎙 GUEST INFO 🎙 Melvin: https://x.com/MelvinInvests 📃 Disclaimer 📃…